Free Employee Onboarding Templates Smartsheet

Bonisiwe Shabane

-Oct 31, 2025, 4:15 PM

free employee onboarding templates smartsheet

By Becky Simon | January 4, 2017 (updated April 28, 2025) We’ve gathered the most useful employee onboarding checklists and templates in Excel, Microsoft Word, PowerPoint, Adobe PDF, and Google Docs, Slides, and Sheets formats. Included in this article, you’ll find the following: Download a Sample New Hire Onboarding Checklist Template for Excel | Microsoft Word | Google SheetsDownload a Blank New Hire Onboarding Checklist Template for Excel | Microsoft Word | Google Sheets When to Use This Template: Use this checklist template to help standardize the onboarding process and reduce errors. You can use this template across departments to align HR and hiring managers, as well as improve the new hire experience.

Welcome to the world of Smartsheet employee onboarding! As an organization, we understand the significance of a seamless onboarding process that sets new employees up for success from day one. In this article, we will explore the importance of employee onboarding, the different types of onboarding, and the tools and templates offered by Smartsheet to enhance the onboarding experience. The employee onboarding process goes beyond just the first day of orientation – it begins during the recruitment and hiring stages. Effective onboarding helps candidates understand the company culture, align with organizational goals, and feel prepared for their new role. By utilizing onboarding software and HR systems, we can automate the delivery of electronic documents and provide online multimedia information to new hires.

Proper training is also a crucial component of the onboarding process. By reducing learning curves and ensuring consistent customer satisfaction, we empower our employees to hit the ground running. Smartsheet offers a wide range of onboarding templates and checklists that can be customized to suit the specific needs of your organization. From an onboarding checklist for managers to a 90-day onboarding plan for sales, we have you covered. In order to ensure a smooth transition for new hires, it is essential for organizations to have effective onboarding practices in place. There are different types of onboarding that play a crucial role in helping new employees adapt to their roles and integrate into the organization.

Pre-boarding is a proactive approach to onboarding that starts before the new hire’s first day. It involves providing candidates with information about the company, its values, and expectations. This can be done through email communications, welcome packets, or even virtual tours. Pre-boarding sets the stage for a positive onboarding experience and helps new employees feel prepared and excited to join the organization. The New Employee Onboarding template set provides a structure to track and manage onboarding, so new employees get up and running quickly. Select items to see live previews of template content.

How do you make an onboarding process structured, while behind the scenes, it is anything but? As an HR professional, you are expected to make the orientation smooth. In reality, it’s often a combination of scattered documents, last-minute messages, and many manual steps. The result? Hours of lost productivity, poor employee engagement, and low retention. Fortunately, it is nothing a solid onboarding plan cannot fix.

In this article, you will find essential types of templates, compare employee & customer orientation, and discover how AI can optimize the process. Let’s dive in! An onboarding template is a repeatable structure that outlines tasks, documents, and timelines for bringing a new employee into the organization. It helps align professionals with the team culture and performance expectations and introduces them to the workflows and tools. Here is how an onboarding process template can help: Think of the most effective templates as customizable frameworks: they should be structured but flexible enough to support each role or location.

Manage team tasks inside Microsoft Teams. Track and analyze key performance metrics. Integrate Teamflect with over 200+ HRIS platforms. Automate and elevate performance with AI. Streamline and digitize performance management. In the current busy job market, much can be said by an initial impression.

Employees require an efficient and interesting inception that would make them feel like a team member on the first day. Nonetheless, onboarding remains to be viewed by many organizations as paperwork and formalities. Click on The HR Leader’s Guide to 7 Must-Have Analytics Dashboards The reality? An organized employee onboarding checklist will overhaul the entire employee recruiting process by alleviating separation, enhancing interaction and escalating output. Relying on the trends in workplaces that will still be prevalent in 2025 hybrid work and work-from-anywhere, there is a necessity of modern flexible solutions to employee onboarding, as a proper business approach of...

The article is an exploration of the development of onboarding templates and why your organization should adopt it and how to use our free template to make the process smooth to your new recruits. Click on From AI to Adaptive Learning: 7 L&D Trends to Watch in 2025 By Becky Simon | December 20, 2016 (updated July 26, 2022) While every organization has its own way of getting new employees up to speed, formal onboarding that makes use of best practices has become an increasingly popular and effective way to increase job satisfaction,... Not coincidentally, you’ll also save time and money. In this article, three experts - Dr.

Talya N. Bauer, Dr. Gia Suggs, and Alexia Vernon - answer fundamental onboarding questions to help you build the mutually beneficial work relationships that can prevent employee turnover. You’ll also find templates, checklists, and links to more tools and resources to keep you up to date. Your organization will be able to build a thoughtful new employee onboarding process that will reap benefits in the long and short term. If you’ve ever started a new job and had to begin working before you even knew where to find a cup of coffee or hunkered down in a conference room at a borrowed computer...

That organization should probably consider setting up a formal onboarding program, if it hasn’t created one already. What exactly is onboarding? Simply put, onboarding (sometimes called organizational socialization) is a process that welcomes new employees into a company. Arming new workers with the tools, resources, and knowledge they need helps them become successful and productive, and it creates engaged team members who are dedicated to the company mission and ready to make... And with research that shows alarming employee turnover statistics, like the fact that 25 percent of millennials plan to leave new positions within 12 months, onboarding is becoming a more prevalent talent management trend.

Free Employee Onboarding Templates Smartsheet

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